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NXG

NXG NextGen Infrastructure Income Fund

19 hedge funds and large institutions have $15.4M invested in NXG NextGen Infrastructure Income Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.17% less ownership

Funds ownership: 2.63%2.46% (-0.17%)

3% less capital invested

Capital invested by funds: $16M → $15.4M (-$557K)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.32M -$137K -1,346 -4%
AAM
2
Advisors Asset Management
Colorado
$2.98M -$173K -1,701 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.76M +$18.3K +180 +1%
GC
4
Guggenheim Capital
Illinois
$1.47M +$670K +6,597 +87%
Invesco
5
Invesco
Georgia
$953K +$208K +2,044 +28%
LPL Financial
6
LPL Financial
California
$886K +$55.9K +550 +7%
Stifel Financial
7
Stifel Financial
Missouri
$810K +$796K +7,832 New
TSW
8
Thompson Siegel & Walmsley
Virginia
$651K +$114K +1,127 +22%
Deutsche Bank
9
Deutsche Bank
Germany
$644K -$12.7K -125 -2%
WAM
10
Wolverine Asset Management
Illinois
$550K -$472K -4,645 -47%
CAN
11
Cetera Advisor Networks
California
$474K -$914 -9 -0.2%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$371K +$222K +2,188 +157%
U
13
UBS
Switzerland
$229K +$199K +1,959 +756%
US Bancorp
14
US Bancorp
Minnesota
$194K +$190K +1,875 New
Wells Fargo
15
Wells Fargo
California
$39K +$38.1K +375 New
DADC
16
D.A. Davidson & Co
Montana
$38K -$584K -5,750 -94%
PTC
17
Private Trust Company
Ohio
$21K
AUB
18
Atlantic Union Bankshares
Virginia
$11K +$12.7K +125 New
PFA
19
Paradigm Financial Advisors
Missouri
$8K +$7.62K +75 New
RCM
20
Robinson Capital Management
Michigan
-$1.87M -18,385 Closed
AW
21
ACG Wealth
Georgia
-$200K -2,000 Closed
Ameriprise
22
Ameriprise
Minnesota
-$53K -525 Closed
LTFS
23
Ladenburg Thalmann Financial Services
Florida
-$46K -460 Closed
Citigroup
24
Citigroup
New York
-$8K -76 Closed

NXG Hedge Fund Activity: Q1 2014 in Review

19 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2014, worth a combined $15.4M — down 3.5% from $16M a quarter earlier.

Fund positioning in NXG was balanced in Q1 2014: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $670K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.87M sold.

  • 19 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $15.4M of NXG NextGen Infrastructure Income Fund stock for Q1 2014, down 3.5% quarter-over-quarter.
  • 5 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2014 and 5 closed out, a net change of 0 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2014 was Guggenheim Capital, an estimated $670K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q1 2014 was Robinson Capital Management, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2014.